Castle Placement, LLC

Overview

Castle Placement, LLC is organized as a limited liability company and is listed as SEC-registered in 2015. The firm is classified in the record as an investment bank rather than a traditional asset manager or registered investment adviser. The ownership is described as a mix of a domestic entity and an individual, suggesting private ownership rather than being part of a larger corporate RIA network. The dataset records a limited profile of the firm's advisory activity: Castle Placement is not identified as a capital allocator, is not flagged as an active ESG investor, and is not listed as a multi-state adviser, pension consultant, or related adviser. The entry does not provide detail on fee structures, specific business lines, or client segments; its classification and the absence of reported client assets point toward a placement/intermediary role rather than a discretionary investment manager.

Assets & Accounts

Location & Offices